Insurance Operations Specialist – Wealth Management

Harvest Wealth Group; Exeter (CA); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Paid Medical, Vision, and Dental benefits

401(k) with employer match

4-week paid sabbatical every 3 years

Job summary

A leading investment firm is seeking an Insurance Client Service Administrator in Exeter, CA, who will own the lifecycle of insurance service work. This role involves managing relationships with insurance carriers, processing claims, and ensuring operational excellence. Ideal candidates will have 3+ years in insurance operations, strong carrier relationships, and a detail-oriented approach. Flexible in-person/hybrid options are available, offering competitive pay and benefits.

Qualifications

• Minimum of 3 years in an insurance operations role at an insurance firm.
• Direct experience in processing life insurance, annuities, and long-term care.
• Strong working relationships with various insurance carriers.

Responsibilities

• Own the full lifecycle of insurance service work including application processing and claims.
• Manage relationships with insurance carriers.
• Ensure compliance with regulations.

Skills

Insurance operations experience

Relationship management with insurance carriers

Attention to detail

Clear communication skills

Tools

Practifi

DocuSign

Redtail

Job description

A leading investment firm is seeking an Insurance Client Service Administrator in Exeter, CA, who will own the lifecycle of insurance service work. This role involves managing relationships with insurance carriers, processing claims, and ensuring operational excellence. Ideal candidates will have 3+ years in insurance operations, strong carrier relationships, and a detail-oriented approach. Flexible in-person/hybrid options are available, offering competitive pay and benefits.